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Core Team

Wendy Z. Cox, J.D., CTFA

Director of Personal Trust - Chief Fiduciary Officer

Wendy’s responsibilities include providing fiduciary expertise and practical trust insights for all Delaware fiduciary matters. Her role includes coordinating planning strategies with other professional advisors, such as tax advisors or estate planning attorneys. She is also responsible for day-to-day account oversight, fiduciary compliance and directing our team of trust officers to ensure our clients receive remarkable service. Wendy practiced law for 16 years in the areas of probate and trust litigation, complex probate and trust administration, preparation of estate, fiduciary and gift tax returns, and drafting estate planning and business succession documents. She earned her B.A. and J.D. from the University of Michigan. Wendy is a designated Certified Trust and Financial Advisor.

Dawn Moore

Vice President, Senior Trust Officer

Dawn is responsible for day to day trust administration and fiduciary compliance in the state of Delaware. She has over 20 years’ experience providing trust and estate administration to individuals and families at all stages of life. Dawn’s background includes specialty assets, family office operations, and management of middle office operations. She is actively involved in giving back to her community and volunteers time and expertise. Dawn is a graduate of Wesley College, and Cannon Trust School.

Frederick Meades

Family Office Fiduciary Officer

Frederick Meades is a Family Office Fiduciary Officer, who serves as a trust officer and provides fiduciary support to the Family Office. He has over 18 years of trust experience, working on a variety of different types of trusts, ranging from revocable trust, irrevocable trust, asset protection trust, marital trust, trust under will and numerous others. A graduate of Wilmington University, Frederick has earned his Master of Business Administration with a concentration in Homeland Security, and a Bachelor of Science in business management from Delaware State University, where he majored in finance and banking.

Olivia Williams

Team Service Coordinator

Olivia is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and driving the efforts of the client centric team. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Olivia is an alumna of Michigan State University where she earned her bachelor’s degree in psychology and criminal justice.

Executive Leadership Team

William D. Johnston

Chairman

As Chairman, Bill focuses on culture, vision, mission and high-level strategies for Greenleaf Trust Delaware. In addition, he is Chairman of Greenleaf Financial Holding Company (the sole owner of Greenleaf Trust Delaware and Greenleaf Trust), Greenleaf Trust, Greenleaf Hospitality, Inc. and Catalyst Development Company, LLC. Bill serves as trustee of Western Michigan University, and of the Genevieve and Donald S. Gilmore Foundation. He also serves on the board of directors of Southwest Michigan First Economic Development Corporation, Bronson Healthcare Group, HUMANeX, Special-Lite Corporation and the Western Michigan University Foundation. He earned his bachelor’s and master’s degrees from Western Michigan University.

Michael F. Odar, CFA®

Chief Executive Officer

Mike holds the position of Chief Executive Officer of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. Since joining Greenleaf Trust in 1999, he has served as director of research, director of wealth management, senior executive vice president of strategic initiatives and president. Mike earned his degree in finance from Michigan State University, is a CFA® charterholder and completed the Advance Management Program at the University of Chicago’s Booth School of Business. In addition to serving on the board of directors at Greenleaf Trust Delaware, Greenleaf Financial Holding Company and Greenleaf Trust, he also serves on the board of directors for Southwest Michigan First and Bronson Healthcare Group.

Dan J. Rinzema, CFA, CFP®, CTFA

President

Dan holds the position of President of Greenleaf Trust and Greenleaf Trust Delaware, whose parent company is Greenleaf Financial Holding Company. Since joining Greenleaf Trust (a Michigan non-deposit trust bank) in 2010, he has served as Wealth Management Advisor, Director of Wealth Management and Chief Client Officer prior to assuming the role of President. As President, Dan builds the voice of our clients into all facets of the firm, embeds client service standards into our culture and drives our client-focused strategic initiatives forward. Under Dan’s leadership, the team executes its daily mission to provide remarkable client service through the delivery of fiduciary excellence, holistic wealth management, advanced financial planning and proactive client care. He has close to 25 years of experience in the financial services industry, is a graduate of Calvin College, received an M.B.A. with distinction from the University of Iowa and completed Stanford University’s Graduate School of Business Executive program. Dan is a Certified Trust and Fiduciary Advisor and has earned the Chartered Financial Analyst® designation as well as the CERTIFIED FINANCIAL PLANNER® certification.

James W. Gray, CFA

Chief Strategy Officer

Jim holds the position of Chief Strategy Officer of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. He works closely with other members of Greenleaf Trust Delaware’s Executive Council in creating, communicating, executing and sustaining the company’s strategic plan. Jim has led Greenleaf Trust’s Research, Wealth Management and Personal Trust Divisions. He has an extensive background in investments, global banking and manufacturing, which includes nearly two decades at Whirlpool Financial Corporation and Whirlpool Corporation. He serves on the Investment Committee of the Western Michigan University Foundation Board. Jim earned a degree in finance from the University of Southern Indiana, and he is a member of the CFA Institute and the CFA Society of West Michigan.

Thomas L. Drews, CSOP

Chief Operating Officer

Tom holds the position of Chief Operating Officer of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. Tom is responsible for Greenleaf Trust Delaware’s Operations, Information Services and Compliance posture. In addition, he is responsible for Greenleaf Trust’s Operations and Business Information Services Divisions consisting of account administration, cash and securities processing, tax reporting, data and systems infrastructure, and information security. Tom has over 25 years of leadership experience with several service and global manufacturing companies. He holds a bachelor’s degree in accounting from Michigan State University, and has earned his Certified Securities Operations Professional (CSOP) designation.

Steve McKiddy

Chief Financial Officer

Steve provides financial guidance and broad counsel to the Executive Leadership Team at Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. He leads the finance and accounting organization and directs the company’s fiscal functions in accordance with regulatory and governing requirements. Steve also collaborates with the Board of Directors, President, and members of the Executive Council on capital allocation, long range planning, and risk management. He has over 20 years of leadership experience, primarily with complex multi-national firms, and has served extensively as a financial executive in both customer and operationally oriented roles. Steve holds a bachelor’s degree in business and accounting from Miami University.